HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing HYEM Share Count | ||||
| Eudaimonia Partners LLC | 22,512 | 53,950 | +31,438 | +139.65% |
| Eudaimonia Advisors LLC | 15,379 | 29,295 | +13,916 | +90.49% |
| Banque Cantonale Vaudoise | 2,250 | 3,020 | +770 | +34.22% |
| International Assets Investment Management LLC | 38,920 | 47,500 | +8,580 | +22.05% |
| Hennion & Walsh Asset Management Inc. | 143,750 | 158,860 | +15,110 | +10.51% |
| LexAurum Advisors LLC | 44,968 | 49,515 | +4,547 | +10.11% |
| Fortress Wealth Management Inc. | 180,433 | 197,984 | +17,551 | +9.73% |
| Raymond James Financial Services Advisors Inc. | 129,805 | 139,786 | +9,981 | +7.69% |
| Verde Capital Management | 42,264 | 45,258 | +2,994 | +7.08% |
| Financial Architects LLC | 212,336 | 221,736 | +9,400 | +4.43% |
| Sound Income Strategies LLC | 1,950,451 | 1,982,213 | +31,762 | +1.63% |
| Etesian Wealth Advisors Inc. | 157,771 | 159,303 | +1,532 | +0.97% |
| 13F Filers Reporting New Positions In HYEM | ||||
| Simplex Trading LLC | 0 | 99 | +99 | +100% |
| Rocky Mountain Advisers LLC | 0 | 100 | +100 | +100% |
| CWM LLC | 0 | 153 | +153 | +100% |
| Acorn Wealth Advisors LLC | 0 | 14,698 | +14,698 | +100% |
| Strategic Blueprint LLC | 0 | 11,273 | +11,273 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Private Trust Co. NA | 450 | 450 | UNCH | 0.00% |
| Sage Advisory Services Ltd.Co. | 44,310 | 44,310 | UNCH | 0.00% |
| Gradient Investments LLC | 90 | 90 | UNCH | 0.00% |
| Tsfg LLC | 187 | 187 | UNCH | 0.00% |
| 13F Filers Decreasing HYEM Share Count | ||||
| Seed Wealth Management Inc. | 71,395 | 53,895 | -17,500 | -24.51% |
| Whitcomb & Hess Inc. | 56,080 | 55,827 | -253 | -0.45% |
| 13F Filers Exiting HYEM | ||||
| Koss Olinger Consulting LLC | 2,156,278 | 0 | -2,156,278 | -100.00% |
See Summary: Institutional Holders of HYEM
See Details: Top 10 Hedge Funds Holding HYEM
